ADDS vs IBGK
Comparison between Hedgeye Index Adds (ADDS, ETF) and ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF).
ADDS vs IBGK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ADDS
$5.90M
IBGK
$5.80M
Expense Ratio
ADDS
0.70%
Winner
IBGK
0.07%
Max Drawdown
Winner
ADDS
10.64%
IBGK
18.70%
Sharpe Ratio
Winner
ADDS
-0.13
IBGK
-0.21
5Y Beta
ADDS
2.14
Winner
IBGK
0.04
P/E Ratio
ADDS
61.00
IBGK
N/A
Forward P/E
ADDS
31.18
IBGK
N/A
PEG Ratio
ADDS
0.67
IBGK
N/A
Debt to Equity
ADDS
43.99%
IBGK
N/A
P/S Ratio
ADDS
3.95
IBGK
N/A
P/B Ratio
ADDS
6.43
IBGK
N/A
ADDS vs IBGK - Historical Returns
Returns include dividend reinvestment.
1M
ADDS
-3.66%
Winner
IBGK
-3.03%
3M
ADDS
N/A
IBGK
-2.71%
6M
ADDS
N/A
IBGK
-3.02%
1Y
ADDS
N/A
IBGK
+1.21%
Max(CAGR)
ADDS
-3.54%
Winner
IBGK
-0.75%
ADDS vs IBGK - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ADDS | IBGK |
|---|---|---|
| 2026 | -0.55% | -2.16% |
| 2025 | N/A | +3.76% |
| 2024 | N/A | -2.74% |
ADDS vs IBGK Drawdown Comparison
The maximum drawdown for ADDS was -10.64%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current ADDS drawdown is -9.02%. The current IBGK drawdown is -11.02%.
| Rank | ADDS | IBGK |
|---|---|---|
| #1 | -10.64% Jun 4, 2026 - Jun 10, 2026 | -14.62% Sep 16, 2024 - May 21, 2025 |
| #2 | N/A | -4.61% Jun 14, 2024 - Jul 31, 2024 |
| #3 | N/A | -3.60% Aug 5, 2024 - Aug 21, 2024 |
| #4 | N/A | -2.23% Aug 21, 2024 - Sep 4, 2024 |
| #5 | N/A | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #6 | N/A | -0.07% Sep 5, 2024 - Sep 9, 2024 |
Correlation
Correlation between ADDS and IBGK is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
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